We have helped clients define and achieve their financial goals for over thirty years. Unlike larger firms where you are treated like a number, we provide you with first-class, personalized service. We listen carefully to your unique needs and objectives. Your risk tolerance, financial and personal goals are all taken into consideration. We meet face-to-face with most clients every six months for an in-depth review of their portfolios, and to determine if their objectives have changed. More frequent appointments are gladly arranged. Adjustments to investments can be made in response to life-changing events at any time. Telephone reviews can quickly and easily be arranged to accommodate busy client schedules.